Savvi Financial LLC
Savvi Financial LLC is an SEC-registered mass-market adviser in Waltham, MA with $44.7M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Savvi Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169196, SEC 801-78753, data through 2026-02-16.
- AUM (assets under management / regulatory AUM)
- $44.7M (2026-02-16)
- Firm type
- Mass-Market Adviser
- Location
- Waltham, MA
- Employees
- 22
- Clients
- 136
- CRD
- 169196
- Ownership
- BERTSIMAS, DIMITRIS, NMN; KOKKOTOS, STAVROS, EFTHIMIOS; SAUER-BUDGE, ALEXANDER, MICHAEL; BECKER, ADRIAN, B; MORAN, CHRISTOPHER, MICHAEL
How much AUM does Savvi Financial LLC have?
Savvi Financial LLC reported $44.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-16).
Who owns Savvi Financial LLC?
Disclosed owners and executives of Savvi Financial LLC include BERTSIMAS, DIMITRIS, NMN, KOKKOTOS, STAVROS, EFTHIMIOS, SAUER-BUDGE, ALEXANDER, MICHAEL, BECKER, ADRIAN, B, MORAN, CHRISTOPHER, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.